2023 Form 5500 filing — Perforce Software, Inc., 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010130004NAL0011482387001) for Perforce Software, Inc., 401(K) Plan, reported by Perforce Software, Inc. under EIN 94-3250959 and plan number 001. It reports 1,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130004NAL0011482387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Perforce Software, Inc.
- EIN
- 94-3250959
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 1,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,875,046
- Net assets (EOY)
- $132,875,046
- Employer contributions
- $1,826,665
- Participant contributions
- $8,449,160
- Total income / additions
- $31,949,683
- Benefits paid
- $13,771,647
- Administrative expenses
- $54,262
- Total expenses
- $13,837,431
- Net increase / (decrease)
- $18,112,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Findec Benefit Services, Inc. | TPA RECORDKEEPER | $54,263 | $0 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $11,328 |
| Creative Planning, Inc. | BROKERAGE ADVISOR | $2,236 | $0 |
| Charles Schwab & Co, Inc. | BROKER DEALER | $376 | $0 |